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Technology

How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice

Firm Management June 11, 2026 

How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice

One of the most immediate benefits appeared during client onboarding.

Featured Articles

June 10, 2026  

Canopy Releases Close Automation to Customers in Open Beta

June 10, 2026  

The Case for Standardizing Audit Data Intake Before Busy Season Hits

June 10, 2026  

Crunchafi Adds In-App Integration with Thomson Reuters for Lease Accounting Automation in PPC Audit Workflows

June 10, 2026  

Xero Adds Free Standard ACH

June 9, 2026  

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated
Xero Partners with BILL to Add Online BILL Payments for U.S. Users

Accounting April 29, 2025 

Xero Partners with BILL to Add Online BILL Payments for U.S. Users

Xero and BILL are helping small businesses to streamline their accounts payable and make cash flow management even easier and more accessible.

Isaac M. O'Bannon

AuditBoard Launches AI Governance Solution

Technology April 29, 2025 

AuditBoard Launches AI Governance Solution

This solution enables customers to fast-track their AI risk management programs and drive responsible AI innovation and adoption at scale.

Isaac M. O'Bannon

Avalara Logo

Accounting June 3, 2025  Sponsored

Archived Webcast: Scale smarter: Automate sales tax to grow your CAS practice

Whether you're looking to launch a client advisory services (CAS) practice or expand an existing one, sales tax compliance presents a key opportunity for growth — and greater efficiency. Sign up today!

Prophix Launches AI Technology Engine for Prophix One

Technology April 28, 2025 

Prophix Launches AI Technology Engine for Prophix One

Prophix One Intelligence provides value to accounting teams by delivering productivity improvements through intelligent assistants powered by generative AI, Prophix says.

Jason Bramwell

Digits Announces Integration With Gusto

Technology April 28, 2025 

Digits Announces Integration With Gusto

The accounting technology company announced April 25 a new integration partnership with payroll solutions provider Gusto, aimed at simplifying financial management for small businesses.

Jason Bramwell

AuditBoard Launches New Regulatory Compliance Solution

Auditing April 28, 2025 

AuditBoard Launches New Regulatory Compliance Solution

RegComply is a new solution for regulatory compliance management to help organizations stay on top of changing regulations and manage their compliance programs with integrated risk insights.

Isaac M. O'Bannon

Intuit Acquires Fintech Company Deserve

Technology April 28, 2025 

Intuit Acquires Fintech Company Deserve

Intuit said the deal to acquire Deserve, which closed on April 18, directly supports its connected business platform strategy to help customers run and grow their business all in one place. 

Jason Bramwell

Interview with Thomson Reuters President – The Accounting Technology Lab Podcast – April 2025

Accounting Technology Lab Podcast April 25, 2025 

Interview with Thomson Reuters President – The Accounting Technology Lab Podcast – April 2025

In this video and podcast, Randy Johnston and Brian Tankersley, CPA, speak with Elizabeth Beastrom, president of Thomson Reuters' Tax and Accounting Professionals unit. The discussion focuses on current issues and how Thomson Reuters is working to help professionals.

Brian Tankersley, Randy Johnston

Intuit to Buy HR Platform GoCo

Technology April 24, 2025 

Intuit to Buy HR Platform GoCo

Intuit announced on April 23 that it has signed an agreement to acquire GoCo, a provider of modern human resources and benefits solutions for small and mid-market businesses.

Jason Bramwell

Accounting Seed Releases AI Invoice Capture for Finance Teams

Technology April 24, 2025 

Accounting Seed Releases AI Invoice Capture for Finance Teams

AI Invoice Capture uses the latest artificial intelligence and predictive technology to streamline invoice processing and reduce manual accounts payable work.

Jason Bramwell

Ignition Touts New Integration With Wolters Kluwer’s CCH Axcess

Technology April 24, 2025 

Ignition Touts New Integration With Wolters Kluwer’s CCH Axcess

With this integration, accounting firms using CCH Axcess can automate their client workflows from first engagement to final payment using Ignition—improving efficiency, cash flow, and profitability.

Jason Bramwell

SoftLedger Launches Enhanced Bank Reconciliation Capabilities

Accounting April 23, 2025 

SoftLedger Launches Enhanced Bank Reconciliation Capabilities

SoftLedger, a provider of accounting software for multi-entity organizations, has added automation to further simplify the reconciliation process, enabling a faster monthly close.

Jason Bramwell

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